Webinar

Moving Wealth To U.S. Relatives

  • Wednesday, September 18, 2019

    1:00pm – 3:00pm
    (Registration: 12:30pm)
  • 2
    CREDITS
    Specialized Knowledge

An increasing number of Nonresident Aliens want help transferring wealth to their  U.S. resident family members. Some alternative structures are better when the NRA does not intend to migrate to the U.S. Others are better for pre-immigration planning.  This is important knowledge for those with a growing international practice.

Objectives

Learn how to guide clients with Non-U.S. relatives on the most efficient alternative ways to move wealth to the U.S.

Highlights

  • Importance and difficulty of establishing non-U.S. accounts for U.S. trusts.
  • Use of irrevocable grantor and complex trusts, LLCs and other entities, e.g., "blocker" corporations.
  • Form 3520 and other reporting obligations.

Additional Information

Designed For

CPAs and financial professionals.

Vendor

CalCPA

Advanced Preparation

None.

Credits

2.00 Specialized Knowledge

Prerequisite

Some knowledge of complex vs. grantor trusts.

Course Number

194193806B

Level of Knowledge

Intermediate

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